EverSource Wealth Advisors LLC Has $51,000 Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

EverSource Wealth Advisors LLC lifted its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 7,300.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 888 shares of the company’s stock after purchasing an additional 876 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $51,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of AOR. Prospera Financial Services Inc lifted its position in iShares Core 60/40 Balanced Allocation ETF by 2.0% during the 3rd quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock worth $593,000 after acquiring an additional 196 shares during the last quarter. Avior Wealth Management LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF by 1.4% during the 3rd quarter. Avior Wealth Management LLC now owns 21,145 shares of the company’s stock worth $1,253,000 after acquiring an additional 296 shares during the last quarter. Bellwether Advisors LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF by 8.0% during the 3rd quarter. Bellwether Advisors LLC now owns 3,967 shares of the company’s stock worth $235,000 after acquiring an additional 295 shares during the last quarter. Cerity Partners LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF by 20.6% during the 3rd quarter. Cerity Partners LLC now owns 12,062 shares of the company’s stock worth $715,000 after acquiring an additional 2,059 shares during the last quarter. Finally, Jim Saulnier & Associates LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter worth $10,984,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

iShares Core 60/40 Balanced Allocation ETF stock opened at $58.25 on Thursday. The firm has a market cap of $2.24 billion, a price-to-earnings ratio of 20.26 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $53.25 and a fifty-two week high of $59.77. The firm has a fifty day moving average price of $58.31 and a two-hundred day moving average price of $58.39.

iShares Core 60/40 Balanced Allocation ETF Company Profile

iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile.